ESOP · DOL Form 5500 · 2024

Jorgensen & Sons, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
141
Participants Small participant base
49th
Percentile by assets National rank
$51,052
Avg per participant Low balance/head
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Official DOL plan name: Jorgensen & Co. Employee Stock Ownership Plan and Trust · Sponsored by Jorgensen & Sons, Inc. · California · Manufacturing

$7M in assets, 141 participants

Jorgensen & Sons, Inc.'s Jorgensen & Co. Employee Stock Ownership Plan and Trust reported $7M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 49th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,862 in Manufacturing (17,777 peers)

Coverage in California

Jorgensen & Co. Employee Stock Ownership Plan and Trust covers 141 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $7M.

#5,862
in Manufacturing (17,777 peers)
+4.1%
assets growth YoY

Jorgensen & Co. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Jorgensen & Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,198,383 49th percentile higher than 49% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jorgensen & Co. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jorgensen & Co. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jorgensen & Co. Employee Stock Ownership Plan and Trust reported net income fell from $724K in the plan year 2023 filing to $249K in the plan year 2024 filing.
  • Jorgensen & Co. Employee Stock Ownership Plan and Trust reported participants rose from 133 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Jorgensen & Co. Employee Stock Ownership Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941477041 · Jorgensen & Sons, Inc. PY 2024 · ESOP

Jorgensen & Co. Employee Stock Ownership Plan and Trust · $7M · 141 · 49th

  • PHOTO $7M
  • IND 141
  • EOY 49th
  • 5500 ESOP
  • ASSETS near Energy Laboratories Employee Stock Ownership Plan
  • PCT ind #5862

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in California →

Jorgensen & Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Sensors, Inc. Employee Stock Ownership PlanSensors, Inc. Employee Stock…$7MWilcox Employee Stock Ownership PlanWilcox Employee Stock Owners…$7MJorgensen & Co. Employee Stock Ownership Plan and TrustJorgensen & Co. Employee Sto…$7MEnergy Laboratories Employee Stock Ownership PlanEnergy Laboratories Employee…$7MMadison Lumber & Hardware, Inc. Employee Stock Ownership PlanMadison Lumber & Hardware, I…$7M
End-of-year total assets ($M) among Jorgensen & Co. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$249K
Employer EIN941477041
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jorgensen & Sons, Inc.)

Sponsor-wide plan assets over time

All Jorgensen & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.113600105007446% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.4M $11.5M ▲ +11.1%
Year Plans Participants Total Assets
2022 2 265 $10M
2023 2 265 $11M
2024 2 280 $12M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Jorgensen & Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Jorgensen & Co. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.007198383 · Participants: 141Jorgensen & Co. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Jorgensen & Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Jorgensen & Co. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Jorgensen & Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Energy Laboratories Employee Stock Ownership Plan in MT ($7M); by covered participants it is Clickstop, Inc. Employee Stock Ownership Plan in IA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jorgensen & Co. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Jorgensen & Co. Employee Stock Ownership Plan and Trust edged up modestly - up 4.1% during 2024, from $7M to $7M. Reported net income was $249K.
How have Jorgensen & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorgensen & Sons, Inc.'s sponsor-wide assets grew 11.1%, from $10M to $12M.
Which ESOP plans are similar in size to Jorgensen & Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Energy Laboratories Employee Stock Ownership Plan in MT ($7M, 120 participants).
Which ESOP plans cover a similar participant headcount to Jorgensen & Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Clickstop, Inc. Employee Stock Ownership Plan in IA (141 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941477041.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.